PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ENGEL TOOL & FORGE CO., INC.
Sponsor portfolioTH

ENGEL TOOL & FORGE CO., INC.

EIN 39-1036480-mining & metals-Latest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
29
123 WEST ORCHARD STREET - MILWAUKEE, WI 53204414-645-3431engelforge.comLinkedIn11-50 employeesmining & metals
Plans on this EIN
2 filings
#001401k-$3.9M - 21 part#002CashBalance-$744K - 8 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • NEW COMPARABILITY PLAN (#001)84%
  • CASH BALANCE PLAN (#002)16%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NEW COMPARABILITY PLAN (#001)21
  • CASH BALANCE PLAN (#002)8
Total 29Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ENGEL TOOL & FORGE CO., INC. NEW COMPARABILITY PLAN

401k

Assets$3.9M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ENGEL TOOL & FORGE CO., INC. CASH BALANCE PLAN

CashBalance

Assets$744K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ENGEL TOOL & FORGE CO., INC. NEW COMPARABILITY PLAN401k$3.9M212025
002ENGEL TOOL & FORGE CO., INC. CASH BALANCE PLANCashBalance$744K82025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica